How to delete an Investor bank account
A user is able to delete any bank account of an investor, as long as they aren't linked to an investment.
How it works;
- Search and open an Investor
- Go to Bank Details tab
- Click on the Bank Account to be deleted and click the delete button
- Selected Bank Account is deleted
- If the selected Bank Account is linked to an Investor’s Stake in a Partnership, then the Select Bank Accounts window is opened. This prompts the user to link another bank account to the Investor's stake in any Partnerships.
- Select another Investor Bank Account from the drop down list and click OK.
- The originally selected bank account is now deleted.
- If an Investor with a stake in a partnership has only one bank account, then a new bank account has to be created for the Investor before the initial account can be deleted.
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